Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CBIZ INVESTMENT ADVISORY SERVICE Service code 99 · EIN 81-3968784 | Other Fees | $47,494 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 49 4615 SOUTHWEST FWY FL 3 · HOUSTON, TX 77027 | Other Services | $13,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,136 | $76,209+38.0% | $81,370+29.2% | $200,096-47.5% |
| Participation rate | 17.6% | 76.4%-58.7pp | 69.5%-51.9pp | 72.0%-54.4pp |
| Annual return | 16.51% | 15.55%+1.0pp | 24.85%-8.3pp | 34.26%-17.7pp |
| Employer contribution / active EE | $327 | $2,807-88.4% | $2,464-86.7% | $3,038-89.2% |
| Participant deferral / active EE | $1,114 | $4,210-73.5% | $3,885-71.3% | $5,090-78.1% |
| Admin fee / account holder | $309 | $146+111.7% | $5,749-94.6% | $269+14.8% |